Ziad Wehbe, CRPS
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Financial Services in Rochester, NY
Financial Services
Financial Services in Rochester, NY
Financial Services
We help self-employed individuals, entrepreneurs & small business owners establish & manage successful retirement plans designed to recruit, retain & retire their most valuable asset, their employees. We focus on smaller company plans ranging from 1 participant (Self-employed) to 50 participants. We also feature self-directed managed participant accounts utilizing model portfolios customized based on each participant's retirement goals & risk appetite.
585-230-6986
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Worldwide > United States > Rochester, NY > Financial Services